Create customer accounts

An account is a supported external customer. Use the Customer Service Management application to create account records.

Before you begin

Role required: sn_customerservice_manager or admin

About this task

There are two types of accounts: customer accounts and partner accounts. The Customer and Partner fields on the Account form denote the account type. An account can be a customer account, a partner account, or both.

A partner is a supported external customer that sells to and supports other customers. A partner can report and manage cases on behalf of customers. A partner can also be a customer.

Procedure

1. Navigate to All > Customer Service > Customer and select one of the following actions:
   • To create a customer account, select Accounts.
   • To create a partner account, select Partners.
2. Select New and fill in the fields on the Account form.
   When a new customer account record is created, the system uses the com.snc.cs_base.last.generated.code.tree.path system property to determine a unique account code value for the account. The property is updated with the latest value to confirm the next account record receives a unique account code.

   Note:

   If the property is reset to its original value, the system might attempt to create accounts using already assigned account codes, which can result in an invalid insert.
3. Select Submit.